RAYNET CRM, Pipedrive CRM, OfficeRnD Integrations

OfficeRnD
Pipedrive CRM
RAYNET CRM
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Triggers

RAYNET CRM

Reagovat na nové nebo upravené záznamy

Sleduje vytvoření a změny záznamů v pravidelných intervalech.

RAYNET CRM

Sledovat záznamy INSTANT

Sleduje vytvoření, změny a smazání záznamů.

Pipedrive CRM

New Activity Event INSTANT

Triggers when a new activity is added, updated or deleted.

Pipedrive CRM

New Deal Event INSTANT

Triggers when a new deal is added, updated or deleted.

Pipedrive CRM

New Note Event INSTANT

Triggers when a new note is added, updated or deleted.

Pipedrive CRM

New Organization Event INSTANT

Triggers when a new organization is added, updated or deleted.

Pipedrive CRM

New Person Event INSTANT

Triggers when a new person is added, updated or deleted.

Pipedrive CRM

New Product Event INSTANT

Triggers when a new product is added, updated or deleted.

Pipedrive CRM

Watch Activities

Triggers when a new activity is added or updated.

Pipedrive CRM

Watch Deals

Triggers when a new deal is added or updated.

Pipedrive CRM

Watch Notes

Triggers when a new note is added or updated.

Pipedrive CRM

Watch Organizations

Triggers when a new organization is added or updated.

Pipedrive CRM

Watch Persons

Triggers when a new person is added or updated.

Pipedrive CRM

Watch Products

Triggers when a new product is added or updated.

OfficeRnD

Watch Contracts

Triggers when a new contract is added.

OfficeRnD

Watch Members

Triggers when a new member is added.

Actions

RAYNET CRM

Automatické vytváření hovorů

Na základě získaných dat z modulu Android vytvoří telefonát s vazbou na klienta, kontaktní osobu nebo lead.

RAYNET CRM

Načíst detail záznamu

Načte detail záznamu podle zvolené entity a zadaného ID a vrátí všechny hodnoty obsažené v polích tohoto záznamu.

RAYNET CRM

Nahrát soubor

Nahraje přílohu ke zvolenému záznamu.

RAYNET CRM

Pracovat s položkami na záznamech

Přidá, upraví, nebo smaže adresu klienta. Přidá, upraví, nebo smaže produkt na obchodním případu, nabídce či objednávce. Přidá nebo upraví položku na faktuře. Přidá nebo smaže platbu na faktuře.

RAYNET CRM

Stáhnout soubor

Stáhne přílohu, logo klienta, fotku osoby nebo obrázek produktu.

RAYNET CRM

Upravit existující záznam

Upraví existující záznam podle zvolené entity a zadaného ID.

RAYNET CRM

Vytvořit nový záznam

Vytvoří nový záznam podle zvolené entity a zapíše do jeho polí vyplněné hodnoty.

RAYNET CRM

Získat data pro tiskové sestavy

Načte všechny potřebné informace pro generování tiskových sestav jako jsou např. nabídky, objednávky smlouvy nebo faktury.

Pipedrive CRM

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Pipedrive CRM

Add a Participant to a Deal

Adds a participant to a deal.

Pipedrive CRM

Add a Product to a Deal

Adds a product to the deal.

Pipedrive CRM

Create a Deal

Creates a deal.

Pipedrive CRM

Create an Activity

Creates an activity.

Pipedrive CRM

Create an Organization

Creates an organization.

Pipedrive CRM

Create a Note

Creates a note.

Pipedrive CRM

Create a Person

Creates a person.

Pipedrive CRM

Create a Product

Creates a product.

Pipedrive CRM

Delete a Deal

Deletes a deal.

Pipedrive CRM

Delete a Follower

Delete a follower from a deal.

Pipedrive CRM

Delete a Mail Thread

Marks mail thread as deleted.

Pipedrive CRM

Delete an Activity

Deletes an activity.

Pipedrive CRM

Delete an Attached Product

Deletes a product attachment from a deal.

Pipedrive CRM

Delete an Organization

Deletes an organization.

Pipedrive CRM

Delete a Note

Deletes a note.

Pipedrive CRM

Delete a Person

Deletes a person.

Pipedrive CRM

Delete a Product

Deletes a product.

Pipedrive CRM

Download a File

Downloads a file.

Pipedrive CRM

Get a Deal

Returns details of a specific deal.

Pipedrive CRM

Get a Mail Thread

Returns specific mail thread.

Pipedrive CRM

Get a Message

Returns data about specific mail message.

Pipedrive CRM

Get an Activity

Returns details of a specific activity.

Pipedrive CRM

Get an Organization

Returns details of an organization.

Pipedrive CRM

Get a Note

Returns details about a specific note.

Pipedrive CRM

Get a Person

Returns details of a person.

Pipedrive CRM

Get a Product

Returns data about a specific product.

Pipedrive CRM

Get a User

Returns data about a specific user within the company.

Pipedrive CRM

Make an API Call

Performs an arbitrary authorized API call.

Pipedrive CRM

Update a Deal

Updates a deal.

Pipedrive CRM

Update a Mail Thread Details

Updates the properties of a mail thread.

Pipedrive CRM

Update an Activity

Updates an activity.

Pipedrive CRM

Update an Organization

Updates an organization.

Pipedrive CRM

Update an Organization Field Value

Updates an organization field value.

Pipedrive CRM

Update a Note

Updates a note.

Pipedrive CRM

Update a Person

Updates a person.

Pipedrive CRM

Update a Product

Updates a product.

Pipedrive CRM

Update Product Attachment Details

Updates product attachment details of the deal-product (a product already attached to a deal).

Pipedrive CRM

Upload a File

Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

OfficeRnD

Create a Booking

Creates a booking.

OfficeRnD

Create a Fee

Creates a fee.

OfficeRnD

Create a Member

Creates a member.

OfficeRnD

Create a Membership

Creates a membership.

OfficeRnD

Create an Event

Creates an event.

OfficeRnD

Create a Post

Creates a new post.

OfficeRnD

Delete a Booking

Deletes a booking.

OfficeRnD

Delete a Fee

Deletes a fee.

OfficeRnD

Delete a Member

Deletes a member.

OfficeRnD

Delete a Membership

Deletes a membership.

OfficeRnD

Delete an Event

Deletes an event.

OfficeRnD

Get a Booking

Retrieves a booking by ID.

OfficeRnD

Get a Fee

Retrieves an individual fee object.

OfficeRnD

Get a Member

Retrieves an individual member.

OfficeRnD

Get a Membership

Retrieves individual membership.

OfficeRnD

Get an Event

Gets a single event by eventId.

OfficeRnD

Get a Post

Gets a single post by postId.

OfficeRnD

Make an API Call

Performs an arbitrary authorized API call.

OfficeRnD

Update a Booking

Updates a booking.

OfficeRnD

Update a Fee

Updates a fee.

OfficeRnD

Update a Member

Updates a member.

OfficeRnD

Update a Membership

Updates a Membership.

OfficeRnD

Update an Event

Updates an event.

Searches

RAYNET CRM

Načíst seznam

Načte seznam zázamů podle zvolené entity a vrátí všechny záznamy odpovídající zadaným kritériím.

RAYNET CRM

Najít kontakty podle telefonního čísla nebo emailu

Prohledá klienty, kontaktní osoby a leady podle telefonního čísla a emailu.

Pipedrive CRM

List Activities

Searches for activities.

Pipedrive CRM

List Activities in a Deal

Lists activities associated with a deal.

Pipedrive CRM

List Deals

Searches for deals.

Pipedrive CRM

List Deals in a Pipeline

Lists deals in a specific pipeline across all its stages.

Pipedrive CRM

List Deals in a Stage

Lists deals in a specific stage.

Pipedrive CRM

List Files in a Deal

Lists files associated with a deal.

Pipedrive CRM

List Followers

List followers of an object of selected type (deals, organizations, persons, products, users).

Pipedrive CRM

List Mail Threads

Returns mail threads in specified folder ordered by most recent message within.

Pipedrive CRM

List Messages in a Thread

Get mail messages inside specified mail thread.

Pipedrive CRM

List Notes

Searches for notes.

Pipedrive CRM

List Organizations

Searches for organizations.

Pipedrive CRM

List Persons

Searches for persons.

Pipedrive CRM

List Persons in a Deal

Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

Pipedrive CRM

List Pipelines

Returns data about all pipelines.

Pipedrive CRM

List Products

Searches for products.

Pipedrive CRM

List Products in a Deal

Lists products attached to a deal.

Pipedrive CRM

List Stages

Returns data about all stages.

Pipedrive CRM

List Users

Returns data about all users.

Pipedrive CRM

Search for Items

Performs a search from multiple item types.

OfficeRnD

List Bookings

Retrieves all bookings.

OfficeRnD

List Events

Retrieves all events.

OfficeRnD

List Fees

Retrieves all fee objects.

OfficeRnD

List Members

Retrieves all members.

OfficeRnD

List Memberships

Retrieves all memberships.

OfficeRnD

List Posts

Retrieves all posts.